Webline’s technology eclipses the competition, creating the reality of instant comparative quotes and the ability to transact new business in one straight through process.
Bright Grey’s menu protection product is now available on Webline – for both quotations and online applications. The Bright Grey menu protection product allows you to combine protection products into one seamless policy.
Select the benefits that your client requires and within a few seconds, the quote is returned with the premium detailing the cost of each benefit within the product. You can then apply via the Webline link into Bright Grey’s extranet site with data from your quote being automatically entered into the application, thus saving time on rekeying pre-entered data.
The multi-policy analysis tool allows you to compare different types of policies from a range of providers. The results are presented in a single matrix. This helps you clearly establish the competitiveness of each provider and their products in isolation, and demonstrate the total cost of all the selected benefits to your clients.
The multi-policy analysis tool allows you to perform up to four different quotes at the same time, for either single or joint life scenario.
There are up to 80 fields of information that some advisers are rekeying unnecessarily.
The auto-population facility gives you the ability to send information (Including logon details) to Webline, having captured that data in another system – for example, your own client relationship management system.
If you have invested in the development of your own client relationship management, back office or sourcing system, you may want to utilise these links. If your back office or research tool already supports the Webline links there’s nothing more for you to do – except take advantage of it!
Webline’s event notification system can be utilised to automatically pass selected information generated in Webline to third-party tools, such as back office systems, in near real time.
This functionality is often used to assist with the process of compiling automated individual compliance audit trails for the business in a large network, for example. The data events that can be passed back to the adviser’s system include quote comparison results, personalised illustrations and online application submission.
There is no need to come out of Webline and rekey data into a provider extranet. E-applying through Webline will get you there quicker with the same results, as the process is exactly the same in each case.
You still receive exactly the same commission from the provider – and the same enhanced commission from those providers who pay more for online applications.
Once you have obtained your illustration, submit your new business electronically and save time.
This feature, allows you to automatically compare the costs of a joint life policy against the costs of two single life policies. Any difference in the premiums of these two options is highlighted.
In addition, for both joint and single life policies you will automatically receive supplementary premiums for critical illness cover as well as the cost for including waiver of premium. This helps you give your client the information to make a more informed choice.
If you are interested in this product, please contact sales on 0800 783 4477
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